Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Elmsford, NY, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$170,000,000.00
Gross Revenue
$1,350,000.00
# of Accounts
300
Avg Client Age
62
Overview

Insight to potential business acquisition/merger/succession opportunities. I am a small firm with long term clientele in business for 26 years providing highly personalized retirement planning and portfolio management services. 3 employees plus myself (sole owner). Core portfolio focus on DFA Funds.

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